WAS
STI

Winch Advisory Services’s SunTrust Banks, Inc. STI Stock Holding History

Winch Advisory Services’s Portfolio STI Stock Details STI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-762
Closed -$52K – 371
2018
Q1 		$52K Hold
762
– – 0.03% 111
2017
Q4 		$49K Hold
762
– – 0.03% 103
2017
Q3 		$43K Sell
762
-1,730
-69% -$97.8K 0.03% 103
2017
Q2 		$141K Sell
2,492
-1,939
-44% -$108K 0.09% 83
2017
Q1 		$245K Buy
+4,431
New +$254K 0.16% 75

Other funds holding STI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return